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Higher Education

With increasing competitiveness and changing regulations, higher education institutions face financial, educational and technological hurdles. Armanino has worked with numerous colleges and universities, and we combine this deep expertise with data-driven analysis and the right software solutions to help our clients meet today’s challenges and better prepare for the future.

Our Approach

Armanino takes a holistic approach when working with CFOs and VPs of Finance at today’s leading public and private universities by addressing not just your compliance issues, but your underlying business challenges.

We go beyond providing audited financials. If you have not already, we can help you define what key performance metrics (KPIs) your university needs to use to measure your financial data. We’ll then provide the insight behind the metrics—assessing opportunities, weighing risks and exploring the practical implications to both your short- and long-term priorities. This will prove invaluable in making well-educated decisions about how best to operate your team, as well as your university or college.

We also understand the pain points higher education CFOs face every day including financial planning, data consolidation and rolling forecasting. We can assist public and private universities struggling to maintain multiple Excel budgets across departments. As your Adaptive Insights implementation partner, Armanino provides you with integration to Kuali and the confidence that comes from having experienced FP&A managers and CFOs provide you with best practice guidance so you can focus on your university’s strategic priorities.

What We Do

Audit & Review

Audit & Review

Your priorities (research, enrollment, sustainability and beyond) require support from the right financial partner. At Armanino, we work with a number of private colleges and universities with more than $350M in assets and more than $50M in investment portfolios and budgets. We have expertise conducting audits under OMB Circular A-133 and our firm is a member of the Governmental Audit Quality Center (GAQC).

AUDIT SERVICES »

Tax

Tax

Armanino has the resources and expertise to meet your needs, no matter how complicated or demanding including unrelated business income, Form 990 preparation and more. Our experts address key concerns and identify strategic tax-planning opportunities throughout the year—not just during tax season.

TAX SERVICES »

Consulting

Consulting

Armanino provides a full range of specialized services to meet the operational, financial and strategic needs of colleges and universities. Our team can provide bookkeepers to take care of all of your accounting, or we can do project work as needed. We can also help automate your budgeting and forecasting through our Adaptive Insights software solution.

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Our Team

Practice Leaders

Josh Nevarez

Partner


Related Experts

Associations

Western Association of College and University Business Officers (WACUBO)
www.wacubo.org 

Since 1937, WACUBO has offered business officers in the western region opportunities to develop professionally and identify solutions for issues affecting higher education. Armanino is proud to attend their Annual Conference.

Resources

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To make the business case for cloud technology, finance leaders need to quantify benefits in terms of direct savings on hardware, as ...

9 Steps to Mitigate Your Nonprofit’s Digital Risks

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What Your Board Needs to Know About Nonprofit Accounting

Even board members with business experience struggle to understand nonprofit accounting. So, we’ve outlined the top eight things every nonprofit board member should know.

Why Internal Controls Matter for Your Nonprofit

A key to preserving assets is the proper design and implementation of internal controls. This is true from large, well-established nonprofit organizations to the smallest start-up charity.

Joining Forces: How to Harness the Power of a Strategic Alliance

Mergers and acquisitions are traditionally thought of as transactions in the for-profit world, but in the nonprofit industry, they’ve become an increasingly popular venture.

SCOTUS same-sex marriage decision has tax implications for couples and their employer ...

On June 26, the Supreme Court issued a landmark 5-4 decision on same-sex marriage, which will affect tax and estate planning for many couples and also impact their employers.

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On June 25, the Supreme Court upheld the ACA’s premium tax credits for qualifying taxpayers, whether they purchase coverage through a federal or a state exc ...

California University Reduces Reporting from Weeks to Minutes

This $52B CA university department has greatly accelerated the financial reporting process and freed up staff to perform key analytical and strategic tasks with customized, cloud-based Adaptive Insights.

The Lowdown on Quasi-Endowments - Armanino

When is an endowment not an endowment? If your organization is like many other nonprofits, you may be considering the possibility of a “quasi-endowment&rdqu ...

Benchmarking Your University: Beyond the Numbers

Consider internal benchmarks to monitor and detect trends and external benchmarks to ascertain where you’re thriving or lagging behind, based on your peers. ...

3 Steps to Help Mitigate Digital Risk

Cyber attacks happen across all industries, to companies of all sizes. CFOs need to build and maintain an effective cybersecurity strategy to mitigate digital ris ...

SSARS 21 Accounting Update - Armanino

AICPA has issued SSARS No. 21, which will help differentiate between when an accountant performs a compilation, engagement or prepares financial statements.

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Ensuring your board understands your finances isn’t a luxury. It’s an imperative—not just for the individual board member but also for the ...

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The Office of Management and Budget (OMB) finalized and released comprehensive new federal grant reform guidelines on December 26, 2013.

5 Simple Steps to a Better Nonprofit Budget

Preparing your nonprofit’s annual budget is probably one of the least appealing parts of your job. Following these five simple steps can help make the process a little less painful.
 

02/28

Armanino's Annual NBOA Nightcap

Join Armanino for a nightcap at Marquee Bar and Lounge in the Omni Shoreham Hotel. Conversation, cocktails, dessert a ...

03/08

Digital Transformation at Work with Armanino

Join Armanino, a leading Microsoft Dynamics 365 partner, for a live in-person event and learn how Dynamics 365 can he ...

03/08

Key Insights from Finance Leaders

Join Armanino (formerly Travis Wolff) for an evening with leading local finance executives. During this event, discov ...

Webinar 03/24

3 Key Lessons from a Start-Up CFO

In an open dialogue, we will draw on real-life examples and candidly address topics that keep CEOs up at night.

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